Onboarding call: connectors and change windows

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Lornefield Pensions Administration: documents · cs

Tobias Renwick proposed a first onboarding call. Craig Paterson asked for agreed change windows and advance notice before any refresh moves, and will send security questions beforehand. Thursday afternoon suits him.

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Tobias Renwick proposed a first onboarding call. Craig Paterson asked for agreed change windows and advance notice before any refresh moves, and will send security questions beforehand. Thursday afternoon suits him.

Ask: Craig wants a change window agreed in advance for anything touching source systems, and to be told before a refresh moves rather than after.

Customer view: He reports nothing in the admin console needing attention, so this is about ground rules. He apologised for a slow reply and will send his usual security questions.

Next: Tobias should confirm the Thursday slot and bring detail on how the brain runs inside the customer's Snowflake account.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2023-04-06

Last message2023-04-12

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Tobias Renwick 6 Apr 2023 11:32
to Craig Paterson
Hello Craig, I'm Tobias, one of the founders of BB-Demo, and I'll be helping with the technical side of your onboarding. To be precise, the aim of a first call is to agree which systems you want connected first, who on your side holds the access, and when changes are safest to make. Could we find half an hour in the next week or so? It would help if you could tell me in advance what your own security team will need to see about how the brain runs inside your Snowflake account, so I can bring the right detail. Best, Tobias
Craig Paterson 12 Apr 2023 11:02
to Tobias Renwick
Hello Tobias, Apologies for the slow reply, it's been a busy week with the systems. Just to flag a couple of things before we speak. I'd like a change window agreed in advance for anything that touches our source systems, and I'd want to be told before a refresh moves rather than after. Nothing I've seen in the admin console so far needs attention, so this is mostly about getting the ground rules right. Thursday afternoon would work for me. For security, I'll send you our usual list of questions beforehand. Regards, Craig

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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